港股异动 | 古茗(01364)早盘涨近4% 公司拟派付特别股息 高盛称公司年内GMV增超两成
GUMINGGUMING(HK:01364) 智通财经网·2025-11-05 02:21

Core Viewpoint - Guming Holdings (01364) is experiencing a positive market response, with a nearly 4% increase in stock price following the announcement of a special dividend meeting scheduled for November 14, 2025, and a favorable report from Goldman Sachs projecting significant profit growth [1][1][1] Company Announcement - Guming Holdings announced a board meeting to consider and approve the declaration of a special dividend, previously disclosed in the prospectus on February 4, 2025 [1][1] - A detailed announcement regarding the special dividend will be made after the board meeting [1] Analyst Insights - Goldman Sachs has included Guming in its Asia-Pacific "Conviction Buy" list, forecasting over 20% year-on-year growth in adjusted net profit for the next two years [1][1] - The growth is supported by increasing penetration of ready-to-drink beverages and an expanding market share, positioning Guming to outperform the market in the consumer sector [1][1] - Year-to-date, Guming has reported over 20% growth in gross merchandise value (GMV) per store, significantly outperforming other mid-tier ready-to-drink brands [1][1] - The company's success is attributed not only to delivery subsidies but also to the successful launch of new products and expansion into new categories, such as coffee, along with strong execution capabilities [1][1]